Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,285 | $87,546-84.8% | $75,784-82.5% | $125,389-89.4% |
| Participation rate | 76.5% | 80.2%-3.7pp | 75.8%+0.6pp | 83.2%-6.7pp |
| Annual return | -4.20% | 13.49%-17.7pp | 9.68%-13.9pp | 282.24%-286.4pp |
| Employer contribution / active EE | $5,507 | $3,930+40.1% | $3,323+65.7% | $4,866+13.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,272 | $6,503-3.6% | $5,300+18.3% | $9,541-34.3% |